VERITY Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

VERITY Wealth Advisors’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$273K	Hold	2,568	–	–	0.17%	69
2026 Q1	$273K	Hold	2,568	–	–	0.18%	67
2025 Q4	$274K	Hold	2,568	–	–	0.17%	71
2025 Q3	$274K	Hold	2,568	–	–	0.17%	70
2025 Q2	$273K	Hold	2,568	–	–	0.18%	71
2025 Q1	$271K	Hold	2,568	–	–	0.2%	66
2024 Q4	$271K	Sell	2,568 -7,760	-75%	-$820K	0.2%	63
2024 Q3	$1.1M	Hold	10,328	–	–	0.77%	27
2024 Q2	$1.08M	Hold	10,328	–	–	0.81%	23
2024 Q1	$1.08M	Buy	10,328 +2,568	+33%	+$270K	0.83%	24
2023 Q4	$818K	Buy	+7,760	New	+$807K	0.7%	30
2019 Q4	–	Sell	-2,713	Closed	-$289K	–	52
2019 Q3	$289K	Buy	+2,713	New	+$290K	0.28%	43

Other funds holding SUB

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

VERITY Wealth Advisors's SUB Position: Q2 2026 in Review

VERITY Wealth Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 2,568 shares worth $273K. The position accounts for 0.17% of the portfolio, ranked #69.

VERITY Wealth Advisors first reported a position in SUB in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.1M in Q3 2024. 271 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

VERITY Wealth Advisors held 2,568 shares of iShares Short-Term National Muni Bond ETF worth $273K as of Q2 2026.
VERITY Wealth Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.17% of VERITY Wealth Advisors's portfolio in Q2 2026, its #69 holding.
VERITY Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2019 and has held it in 12 quarters since.
VERITY Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.1M in Q3 2024.
271 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.